INDEPENDENT FINANCIAL GROUP, LLC

Position in EXR — Extra Space Storage Inc.

CIK 275484 SAN DIEGO, CA

Position in EXR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$360,053

+$77,206 QoQ

Shares Held

2,478

+14.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#60

of 138 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $14,957,611 across 5 REIT - Industrial names. EXR ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SMA	SmartStop Self Storage REIT, Inc.	374,632	$12,175,540
2	PLD	Prologis, Inc.	10,841	$1,468,630
3	PSA	Public Storage	2,019	$642,667
4	EXR	Extra Space Storage Inc. This page	2,478	$360,053
5	STAG	STAG Industrial, Inc.	8,164	$310,721

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,053	2,478	+14.9%	Shares	Sole	2026-07-15
2026-03-31	$282,847	2,157	+3.0%	Shares	Sole	2026-05-15
2025-12-31	$272,810	2,095	-10.9%	Shares	Sole	2026-05-15
2025-09-30	$331,490	2,352	+9.2%	Shares	Sole	2026-05-15
2025-06-30	$317,585	2,154	+29.7%	Shares	Sole	2026-05-15
2024-06-30	$258,136	1,661	-0.4%	Shares	Sole	2026-06-12
2024-03-31	$245,196	1,668	+2.0%	Shares	Sole	2026-06-12
2023-12-31	$262,299	1,636	-49.5%	Shares	Sole	2026-06-12
2022-03-31	$666,349	3,241	-10.6%	Shares	Sole	2026-06-12
2021-12-31	$822,122	3,626	+1.3%	Shares	Sole	2026-06-15
2021-09-30	$601,572	3,581	-13.9%	Shares	Sole	2026-06-15
2021-06-30	$681,655	4,161	-2.3%	Shares	Sole	2026-06-15
2021-03-31	$564,795	4,261	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.